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Finance Programs

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The Wisconsin Financial Services Institute (WFSI)
Northeast Wisconsin (NEW) Insurance Program
Donation Opportunity
Elite Student Opportunities 

The Wisconsin Financial Services Institute (WFSI)

WFSI provides educational services to professionals in the financial services and insurance industries. WFSI offers classroom-based and online courses and continuing education programs for professionals at multiple sites in NE Wisconsin.

WFSI offers Certified Financial Planner certification courses. Other areas of study are offered as industry needs require. Courses are developed by both College of Business faculty and industry professionals.

For more information, please visit the WFSI web site.

NEW Insurance Program

The Northeast Wisconsin (NEW) Insurance Program develops students for careers in risk management and insurance. The program is guided by an advisory board of insurance executives, provides annual scholarships and grants to attract future insurance leaders and offers internship opportunities. This is a professional development program to prepare students for careers in the insurance industry.

For program highlights, course planning sheet, advisory board companies, and more, please visit the NEW Insurance Program web site.

We Need Your Help


You can see from the various opportunities presented on this page, our students haveBloomberg terminals2011 continually been very competitive. To remain competitive and to grow, we need your help.  In the new College of Business building, Sage Hall, there will be a premier Trading Room. We have secured a majority of the funding but are still in need of approximately $80,000 to fully equip the lab, which includes Bloomberg terminals and Morningstar Direct.

Any contribution you make will help us acquire this needed equipment and software for our students. Another option is to contribute to the SMEF account that the students actively manage. After you make the decision to donate, you will be taken to the UW Oshkosh Foundation page. Please select College of Business and in the remarks area indicate:

  • #7251 for trading room donations
  • #5549 for SMEF management account

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Elite Student Opportunities


Student Managed Endowment Fund (SMEF) Program

Students are chosen through application to this upper level class – BUS 438 – a class with hands-on experience in fund management. Many opportunities are offered to students in this class. For more information on the Student Managed Endowment Fund Program, please visit the web site.

R.I.S.E. Conference

In 2011 (March 31-April 2), four finance students, Zach Mersberger, Samantha Kops, Garrett Van Wyk and Michael E. Johnson, attended the Redefining Investment Strategy Education (R.I.S.E.) conference in Dayton, Ohio.

R.I.S.E. is the first forum of its kind to bring leading students, faculty and Wall Street together in an interactive learning environment to discuss a range of pertinent issues facing investment professionals.

R.I.S.E. includes keynote presentations by nationally renowned industry professionals along with student panels and questioning. Specialized breakout sessions focusing on a range of investment areas, career strategies and academic program development related issues are included. There are also security analysis and portfolio management workshops, and an optional portfolio competition.

"Attending the R.I.S.E. Conference is a unique and educational experience. It provides a great opportunity for students to network and interact with other students and business professionals from around the world."

-- Kimberly Knaus, SMEF student
and recent portfolio manager

Global Investment Research Challenge

The CFA Institute Global Investment Research Challenge offers CFA_Institute_logostudents the unique opportunity to learn from leading industry experts and compete with peers from the world's top finance programs.

Together society leaders and local universities assemble university teams of 3-5 students each. Teams are mentored by industry professional in writing an equity research report on a publicly traded company. The teams present their findings to a distinguished Panel of experts. In 2011, our team competed against graduate students from UW Madison, who won. Finishing just behind UW Madison's team of graduate students deserves recognition! Congratulations to Dr. Huffman and the 2011 team!

GIRC2011_team

Wesley Merk, Aaron Spaulding, Prof. Stephen Huffman, Jonathan Dudzinski and Luke Schroeder


Financial Executive Institute (FEI)

There are two chapters in Wisconsin, Northeast and Milwaukee, that provide FEI International scholarships. In 2011, Zachary Mersberger was named the outstanding senior majoring in finance by the Milwaukee Chapter of the FEI and Jonathan Dudzinski is the recipient of the 2011 FEI Milwaukee Chapter's Roger Buchholz Memorial Scholarship Award, an extremely competitive award for finance majors in the state of Wisconsin. Zachary and Jonathan will both be recognized by this group on April 12, 2011. 

For a list of students that have been awarded the competitive scholarship, please visit the web page.

The local chapters also recognize outstanding seniors. For a list of the outstanding seniors award recipients, please visit the web page.